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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1151
TrustCore Financial Services
Tennessee
$213K -$20.3K -145 -8%
SIC
1152
Sigma Investment Counselors
Michigan
$213K
TNAM
1153
Terra Nova Asset Management
New York
$213K
CFO
1154
CVA Family Office
Colorado
$213K +$60.9K +435 +37%
AIM
1155
Anchor Investment Management
South Carolina
$212K
RSWM
1156
Robertson Stephens Wealth Management
California
$211K -$163K -1,167 -42%
WFC
1157
Western Financial Corp
California
$211K +$222K +1,584 New
PA
1158
Probity Advisors
Texas
$210K -$16K -114 -7%
CT
1159
Chicago Trust
Illinois
$210K +$220K +1,571 New
HFP
1160
Holistic Financial Partners
Indiana
$210K +$220K +1,574 New
FCA
1161
FinTrust Capital Advisors
South Carolina
$209K
WA
1162
WBH Advisory
Maryland
$209K
PFA
1163
Pathway Financial Advisors
Vermont
$208K +$218K +1,560 New
MCM
1164
Mendel Capital Management
Arkansas
$208K +$219K +1,562 New
JF
1165
Joule Financial
Kentucky
$207K +$217K +1,550 New
MCM
1166
McRae Capital Management
New Jersey
$207K +$217K +1,550 New
GHAM
1167
Gilman Hill Asset Management
Connecticut
$205K -$70K -500 -25%
WHC
1168
Wulff, Hansen & Co
California
$205K +$215K +1,540 New
CT
1169
Caldwell Trust
Florida
$204K +$20.8K +149 +11%
LC
1170
Lindbrook Capital
California
$203K +$20.7K +148 +11%
BONH
1171
Bank of New Hampshire
New Hampshire
$202K
HSA
1172
HBK Sorce Advisory
Pennsylvania
$202K +$211K +1,511 New
PA
1173
Perennial Advisors
New York
$202K +$212K +1,514 New
NC
1174
NBW Capital
Massachusetts
$202K +$212K +1,515 New
Acadian Asset Management
1175
Acadian Asset Management
Massachusetts
$202K +$213K +1,525 New